United Advisor Group’s General Dynamics GD Stock Holding History

United Advisor Group’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$236K	Hold	688	–	–	0.03%	452
2025 Q4	$232K	Buy	688 +83	+14%	+$28.3K	0.03%	445
2025 Q3	$206K	Buy	+605	New	+$191K	0.03%	441
2024 Q4	–	Sell	-792	Closed	-$239K	–	376
2024 Q3	$239K	Buy	+792	New	+$233K	0.05%	304

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Advisor Group's GD Position: Q1 2026 in Review

United Advisor Group held its General Dynamics (GD) position steady in Q1 2026 at 688 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #452.

United Advisor Group first reported a position in GD in Q3 2024 and has held it in 4 quarters since. The position peaked at $239K in Q3 2024. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

United Advisor Group held 688 shares of General Dynamics worth $236K as of Q1 2026.
United Advisor Group left its General Dynamics share count unchanged in Q1 2026.
General Dynamics made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #452 holding.
United Advisor Group first reported a position in General Dynamics in Q3 2024 and has held it in 4 quarters since.
United Advisor Group's General Dynamics position peaked at $239K in Q3 2024.
2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.